Plan5500

Tremonton, UT Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tremonton, UT has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $1,611,137 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Tremonton

  • 3 loaded plans hold $1.6M in reported assets across 3 sponsors.
  • The largest, T & M Manufacturing Employee Stock Ownership Plan, holds 92% of reported Tremonton plan assets.
  • Plans cover 50 participants — about 17 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$6.9MSummed across loaded plans-$6,884,852
Total reported assets$1.6M$1,611,137
Total reported participants50
Total reported liabilities$8.5M$8,495,989

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets-$6.9MLiabilities$8.5M
Contributions & income
Employer contributions$447K
Participant contributions$0
Total income / additions-$6.9M
Expenses & distributions
Benefits paid / distributions$0
Total expenses$99.4K
Net increase / (decrease)-$7M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Tremonton, UT plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Tremonton market comparison

Largest plan share of assets92%T & M Manufacturing Employee Stock Ownership Plan
Participants per plan17Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Tremonton

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    T & M Manufacturing Employee Stock Ownership Plan$1.5M
    T & M Manufacturing · 2023
  2. 2
    Yankee Pig, Inc 401(K) Plan$61.3K
    Yankee Pig, Inc · 2023
  3. 3
    Woodard Holdings Inc. 401(K) Plan$59.9K
    Woodard Holdings Inc. · 2023

Largest plans in Tremonton → · Tremonton plans by participants → · Tremonton plans with financial data → · Tremonton plans with provider compensation → · $1B+ plans in Tremonton →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Tremonton, UT?
3 plan(s) reported by 3 sponsor(s) are loaded for Tremonton, UT.

Related Form 5500 pages